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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,607 | $81,331-74.7% | $155,534-86.8% | $80,935-74.5% |
| Participation rate | 53.1% | 66.3%-13.2pp | 78.2%-25.1pp | 67.7%-14.6pp |
| Annual return | 11.99% | 33.37%-21.4pp | 64.92%-52.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $799 | $3,105-74.3% | $4,675-82.9% | $2,757-71.0% |
| Participant deferral / active EE | $2,356 | $3,454-31.8% | $5,630-58.1% | $4,299-45.2% |
| Admin fee / account holder | $2,210 | $7,999-72.4% | $15,900-86.1% | $6,924-68.1% |